Steve Shepich
Gestionnaire de Portefeuille-Actions chez Laffer Tengler Investments, Inc.
Provenance du réseau au premier degré de Steve Shepich
Entité | Type d'entité | Industrie | |
---|---|---|---|
Ameriprise Advisor Services, Inc.
Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research.
11
| Extinct | Investment Banks/Brokers | 11 |
Laffer Tengler Investments, Inc.
Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds.
9
| Subsidiary | Investment Managers | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Steve Shepich via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
CLARCOR INC. | Industrial Machinery | Director/Board Member | |
H&R BLOCK, INC. | Other Consumer Services | Human Resources Officer | |
MASTEC, INC. | Engineering & Construction | Director/Board Member | |
HEARTLAND FINANCIAL USA, INC. | Regional Banks | Corporate Officer/Principal | |
ONCOTELIC THERAPEUTICS, INC. | Biotechnology | Director/Board Member | |
Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | Investment Managers | Portfolio Manager-Equities | |
Smartvue Corp.
Smartvue Corp. Packaged SoftwareTechnology Services Smartvue Corp. provides cloud video surveillance solutions. It offers servers, cameras, and cloud services. The company serves the airports, banking, city surveillance, commercial, healthcare, industrial, public transportation, restaurant, retail, schools and campuses, and shipping and ports. The company was founded by Martin Alan Renkis in 1996 and is headquartered in Nashville, TN. | Packaged Software | Director/Board Member | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Equity Market Strategist Analyst-Equity Market Strategist Analyst-Equity | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Investment Officer | |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree | |
Wayne State University (Michigan) | College/University | Masters Business Admin | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Drexel University | College/University | Masters Business Admin | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Adrian College | College/University | Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree | |
Austin College | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
United States Naval Academy | College/University | Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Point Loma Nazarene University | College/University | Undergraduate Degree | |
St. Mary's College (Indiana) | College/University | Graduate Degree | |
Sewanee-The University of the South | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
Forest City Trading Group LLC
Forest City Trading Group LLC Wholesale DistributorsDistribution Services Forest City Trading Group LLC markets forest products. Its products include lumber, panel and steel products. The firm offers logistics services. The company was founded in 1964 and is headquartered in Portland, OR. | Wholesale Distributors | Director/Board Member | |
Symetra Life Insurance Co.
Symetra Life Insurance Co. Life/Health InsuranceFinance Symetra Life Insurance Co. engages in the provision of products and services that serve the retirement, employment-based benefits and life insurance markets. It operates through the following business segments: Benefits, Retirement, Individual Life, and Other. The Benefits segment is a multi-line carrier offering medical stop-loss; group life and DI insurance; and group fixed-payment medical, accident, and critical illness insurance products ad services to employers. The Retirement segment comprises of deferred annuities and income annuities. The Individual Life segment offers individuals life insurance products, primarily UL, including IUL, and term insurance. The Other segment represents the investment results related to surplus invested assets; unallocated corporate expenses; and inter-segment elimination entries. The company was founded on 1957 and is headquartered in Bellevue, WA. | Life/Health Insurance | Corporate Officer/Principal | |
Financial Executives International
Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Arizona Bank & Trust
Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Regional Banks | Chief Investment Officer | |
Endovascular Instruments, Inc. | Director/Board Member | ||
United Way of King County
United Way of King County Miscellaneous Commercial ServicesCommercial Services United Way of King County is a non-profit organization, which provides rental assistance, educational solutions, and financial support. Its programs include Jobs Connect, Streets to Home, Home Base, ParentChild+, Reconnecting Youth, Bridge to Finish, and Free Tax. The company was founded in 1952 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
BTIG LLC
BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Trading-Equity | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Goizueta Business School-Emory | College/University | Undergraduate Degree | |
BioAccel
BioAccel Miscellaneous Commercial ServicesCommercial Services BioAccel provides funding and business expertise services to early stage life sciences companies. The non-profit company is based in Phoenix, AZ and has subsidiaries in the United States. | Miscellaneous Commercial Services | Director/Board Member | |
BelHealth Investment Partners LLC
BelHealth Investment Partners LLC Investment ManagersFinance BelHealth Investment Partners LLC (BelHealth Investment) is a private equity firm founded in 2011 by Harold S. Blue, Bert E. Brodsky and Dennis G. Drislane. The firm is headquartered in Fort Lauderdale, Florida. | Investment Managers | Consultant / Advisor | |
Tennessee Community Ventures LLC
Tennessee Community Ventures LLC Investment ManagersFinance Tennessee Community Ventures LLC (Tennessee Community Ventures) is a venture capital firm founded in 2009 by Eric Satz. The firm is headquartered in Nashville, Tennessee. | Investment Managers | Consultant / Advisor | |
Veolia Environnement Co.
Veolia Environnement Co. Miscellaneous Commercial ServicesCommercial Services Veolia Environnement Co. provides environmental consulting services. | Miscellaneous Commercial Services | Director/Board Member | |
ButcherJoseph Asset Management LLC
ButcherJoseph Asset Management LLC Investment ManagersFinance Part of ButcherJoseph Financial Holdings LLC, ButcherJoseph Asset Management LLC provides investment advisory services. The company is based in Charlotte, NC. | Investment Managers | Corporate Officer/Principal | |
The Herbst Group LLC
The Herbst Group LLC Investment ManagersFinance The Herbst Group LLC is an independent registered investment advisor headquartered in Westport, Connecticut. The firm was founded in 2020 and is owned and operated by Brian G. Herbst, Donald G. Capelin, and Susan F. Calzone. The Herbst Group offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. | Investment Managers | Compliance Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 50 |
Australie | 2 |
Sectorielle
Finance | 21 |
Consumer Services | 17 |
Commercial Services | 7 |
Communications | 3 |
Producer Manufacturing | 2 |
Opérationnelle
Director/Board Member | 40 |
Analyst-Equity | 24 |
Corporate Officer/Principal | 19 |
Undergraduate Degree | 14 |
Portfolio Manager-Equities | 7 |
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